Wealth Adviser Assistant | Farrarmere

Are you ready to embark on a rewarding career in the financial services industry? Our Client are seeking a motivated and detail-oriented Wealth Adviser Assistant to join Their prestigious, forward-thinking financial services firm. This is your chance to work with a team of experienced professionals and make a real impact on clients’ financial futures.

The successful candidate will be responsible for office management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

Responsibilities:

• Gather Policy information.
• Compile a summary of information.
• Preparing of Client Reviews.
• Preparing proposals and client reviews according to set template.
• Data capturing.
• Research product information.
• Handle new application and quotations.
• Handle a...